We are committed to ensuring the privacy and security of your personal information.
Nexia Melbourne Wealth Strategies Pty Ltd is an Authorised Representative of Lonsdale Financial Group Ltd ABN 76 006 637 225 | AFSL 246934
Liability limited by a scheme approved under Professional Standards legislation.
Is your financial future secure? Get greater control and flexibility with our Superannuation Solutions.
Your superannuation investment involves some of the most important financial decisions you will ever make. Maximising your super to secure your financial future is critical. Solid, reliable and trusted advice is essential.
To make the most of your superannuation and to understand your options, you need advice that is tailored to your personal circumstances – whose sole aim is to seek new and innovative ways to secure the best outcome for your retirement investments.
Nexia Melbourne Wealth Strategies works with you to identify and tailor superannuation strategies to optimise your tax concessions and wealth accumulation goals. Our knowledge and focus on every aspect of superannuation performance and compliance gives you confidence in your financial future.
Nexia Melbourne Wealth Strategies is a holistic financial planning firm with a proven track record in superannuation. Together with our advice and assistance from other teams within Nexia, we offer you complete and integrated solutions to ensure your superannuation is in the safest possible care.
Speak with Nexia Melbourne Wealth Strategies today about how we can help you achieve your goals.
Level 12, 31 Queen Street, Melbourne VIC 3000 | phone +61 3 8613 8888 | email [email protected]
Nexia Melbourne Wealth Strategies Pty Ltd is an Authorised Representative of Lonsdale Financial Group Ltd ABN 76 006 637 225 | AFSL 246934
Liability limited by a scheme approved under Professional Standards legislation.
Would you like to grow your wealth? We can help you make cents of your money.
It is important to choose a financial planning team who knows how to make your hard earned dollars and cents grow, while still protecting your nest egg from the fluctuations of financial markets.
Nexia Melbourne Wealth Strategies has an established track record as a solutions focused wealth advisory firm. We provide sound solutions backed up by well researched advice for managing the unique challenges of growing your personal wealth.
Our team is committed to joining you on your financial journey. We evaluate your lifetime goals and aspirations, your current asset portfolio and its protection, the ongoing management of your assets and your investment time frames.
All phases of the wealth creation cycle present their own set of financial challenges and opportunities. Nexia Melbourne Wealth Strategies' comprehensive client planning process enables us to provide you with individualised advice and the broadest possible spectrum of investment possibilities that are fully researched and approved.
Speak with Nexia Melbourne Wealth Strategies today about how we can help you achieve your goals.
Level 12, 31 Queen Street, Melbourne VIC 3000 | phone +61 3 8613 8888 | email [email protected]
Nexia Melbourne Wealth Strategies Pty Ltd is an Authorised Representative of Lonsdale Financial Group Ltd ABN 76 006 637 225 | AFSL 246934
Liability limited by a scheme approved under Professional Standards legislation.
Retiring takes planning - are you on track? We can help you understand your options for a secure retirement.
There are a range of issues you need to consider when you are planning for your retirement, including taxation planning, protection of your wealth and assets and how to structure your investments and make the right investment decisions.
At Nexia Melbourne Wealth Strategies we can help you answer these questions and explain how they impact your long term financial position. Then, together, we explore and help you clearly understand your options for a secure retirement.
Speak with Nexia Melbourne Wealth Strategies today about how we can help you achieve your goals.
Level 12, 31 Queen Street, Melbourne VIC 3000 | phone +61 3 8613 8888 | email [email protected]
Nexia Melbourne Wealth Strategies Pty Ltd is an Authorised Representative of Lonsdale Financial Group Ltd ABN 76 006 637 225 | AFSL 246934
Liability limited by a scheme approved under Professional Standards legislation.
Can you afford not to invest for a secure future? We can help you select the most appropriate investments for your financial and taxation objectives.
Selecting the right investments and structures can be a major challenge. We can help you select the most appropriate investments for your financial objectives.
Our broad range of advisory services include:
Nexia Melbourne Wealth Strategies proactively research and provide you with tools to make informed investment decisions.
Speak with Nexia Melbourne Wealth Strategies today about how we can help you achieve your goals.
Level 12, 31 Queen Street, Melbourne VIC 3000 | phone +61 3 8613 8888 | email [email protected]
Nexia Melbourne Wealth Strategies Pty Ltd is an Authorised Representative of Lonsdale Financial Group Ltd ABN 76 006 637 225 | AFSL 246934
Liability limited by a scheme approved under Professional Standards legislation.
What would happen if you were injured, fell ill or were unable to work for a long period? We can help you minimse the financial loss, tax effectively.
Without insurance, the wealth you have built can rapidly erode as a result of an accident, illness or death. These are the questions we prefer not to think about, but they can dramatically affect the lives of our loved ones.
What would happen if you died? Would your family be able to survive financially and continue servicing your debts?
What would happen if you were injured, fell ill or were unable to work for a long period of time? How would you and your family survive? Would you have to sell the house?
It's possible to minimise the financial loss to your family or business by putting in place appropriate risk cover such as:
Speak with Nexia Melbourne Wealth Strategies today about how we can help you achieve your goals.
Level 12, 31 Queen Street, Melbourne VIC 3000 | phone +61 3 8613 8888 | email [email protected]
Nexia Melbourne Wealth Strategies Pty Ltd is an Authorised Representative of Lonsdale Financial Group Ltd ABN 76 006 637 225 | AFSL 246934
Liability limited by a scheme approved under Professional Standards legislation.
Need help putting together and managing your financial goals? We provide tailored investment solutions.
Security and confidence in your financial future is crucial, yet the financial services market is often complex. A myriad of options exists but when it comes to planning your financial future, the right advice can make all the difference.
We believe you need strategic advice from someone who knows you and understands your individual requirements; someone who has knowledge of your complete financial situation and can look at your needs with insight and perspective.
At Nexia Melbourne Wealth Strategies you benefit from objective, strategic advice within a holistic financial framework. Our Financial Planning team has the combined intelligence and resources to assist you in assessing your financial health and selecting the right products and investments to structure a financial plan that suits your individual goals and life-stage.
Nexia Melbourne Wealth Strategies is small enough to provide the personal attention you deserve. At the same time, our global network ensures we are large enough to provide the resources and most accurate, up-to-date information needed to support your needs.
The information provided is general in nature. It has been prepared without talking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs.
Speak with Nexia Melbourne Wealth Strategies today about how we can help you achieve your goals.
Level 12, 31 Queen Street, Melbourne VIC 3000 | phone +61 3 8613 8888 | email [email protected]
Nexia Melbourne Wealth Strategies Pty Ltd is an Authorised Representative of Lonsdale Financial Group Ltd ABN 76 006 637 225 | AFSL 246934
Liability limited by a scheme approved under Professional Standards legislation.
This website of for Australian Residents only.
Last Updated: May 2021
Your privacy is a priority. Click through to view the Nexia Privacy Policy and the IOOF Privacy Policy.
Document Portal is powered by Virtual Cabinet which utilises the latest technologies and best practice to ensure a secure environment.
Encryption.
Data is highly encrypted in transit to and from the portal using Extended Validation SSL certification provided by the industry leading certificate issuer, VeriSign. Notice the green address bar when you log into the portal - this means that all traffic to and from the site couldn't be more secure.
Data, documents and files (where applicable) stored in the portal are hashed or encrypted using AES-256.
Data Storage.
In addition to the expected alarms, CCTV, electromagnetic locks, security bars, cages and locked server cabinets, our specialist, data hosting sites use biometric security measures to protect the live, standby, backup and storage devices on which your data resides across multiple geographical locations.
Penetration.
Document Portal is secured behind multiple firewalls. It has been hardened to resist attack methods such as brute force password ciphers, cross-site scripting (XSS), cross-site request forgery (CSRF), JSON hijacking and SQL injection. All hardening is tested and verified by 3rd Party Security specialists.
Auditing.
Every action that occurs within the portal is logged and recorded against the individual that performed it, providing a complete and compliant audit log.
Safe Browsing.
To help ensure the Portal website is safe for browsing it is scanned daily for malware by security experts Symantec.
Document Portal will be used to exchange documents securely and obtain authorisation/signatures when required.
Some examples are: Tax Returns, Financial Statements, Annual Company Returns
Documents requiring your signature would be uploaded to your secure portal for signature. You are able to logon and view your document through MyPortal and when happy, would digitally sign them.
If we usually send your tax return to authorise via email we will automatically register you at the appropriate time. Of course, we will send you an invitation earlier should you wish to set up your account now.
If we don’t currently use email for authorisation then you can request to move to the secure portal. All we will need is the email address you wish to use.
When we register you, you will receive an email to setup your secure portal. You simply need to follow the link in the email and complete the required information, including setting your password and recovery information. At no time will Nexia have access to your password and any future reset will be done on a self-service basis.
If you don’t want to use the portal then you can continue to receive documents as previously. Please let us know if this is the case.
When we publish documents to you, you will receive an email notification from [email protected]. The senders name for this email will show as ‘Nexia Melbourne’ and the subject line will be ‘xxx from Nexia Melbourne has sent you a pack of documents…’.
The body of the email will then give you instructions of how to register if it is the first time we have sent something to you or will give you a link to access the documents if you have already registered.
You will be registered on the portal using your email address. Assuming that you use the same email address for all the organisations we deal with for you, then you will only have one portal account.
However, if you would like to use more than one email addresses then we will be more than happy to register multiple accounts for you. Please contact us if that is the case.
MyPortal enables the digital signature of documents, either for a single person or for multiple signatories.
If a document has been uploaded for you to sign, you will see the words Click to Sign appear on the top. Once the first signatory has signed, it will automatically send the document to the secondary signatory.
If you no longer have access to, or wish to change the email address associated with Document Portal, we would need to register a new portal account with your new email address. We will attend to the retraction of all the documents from your old account and re-publish them to your new account.
Whilst you will be able to receive your entire group information in the one pack security and privacy requirements means that each individual will require their own access and will receive their own personal documents securely to their own portal.
Documents will be available for on the portal for you to sign and each document will display an expiry date.
You will receive a reminder to ensure you have signed or otherwise actioned the documents and, if you want a copy of a document you can download it to your PC.
The time stamping on documents digitally signed will be in Coordinated Universal Time (UTC). UTC is the time standard commonly used across the world and across time zones and ensures that the correct information is recorded no matter where in the world you are when you sign your documents.
Please visit our portal login page and select “having problems?” From here you will be able to enter your email address to reset your password.
Log into the portal and select your name at the top right of the page. Select profile, and edit your name.
Ensure that https://www.virtualcabinetportal.com is listed in the “Trusted Sites” list within the security settings of your internet browser.
An account will become locked when too many failed password attempts have been entered. This is to provide you with extra security. You will need to navigate to the 'Problems logging in?' page on https://www.virtualcabinetportal.com which will take you through a password reset process to unlock your account. You will need your email address and the recovery information provided during your initial setup.
You will need to add [email protected] to your trusted senders / white list. Any email received before this may be held within your junk folder, spam filter or possibly blocked before reaching your mailbox.
Communicating Simply and Securely
With Nexia’s Document Portal, there is no longer any need for time-consuming and unsecure emails requiring you to download, print, sign, scan and email back confidential documents.
Now you can review, sign & return documents securely from anywhere at any time – all at the click of a button.
And, you can do it from any connected device – even while having a coffee at your favourite cafe!
Its in the cloud
Access your documents wherever, whenever - all paperless.
Secure document delivery
Using bank-level AES-256 bit encryption, every file transmission is secure and in full compliance with data protection laws.
Secure environment
Documents are held in an environment where only you can gain access. Multi-layer security and multiple firewalls provides top-level protection for your data.
Audited document ownership
Full end-to-end audit process means every document transaction is verified when a file is sent, and when it is received.
Multiple devices and apps
Work on the go! The document portal can be accessed directly from your smartphone, tablet, PC or Mac.
Mobile and tablet apps also available.
Digital signature capability
A seamless end-to end sign off process as you can digitally sign for documents via MyPortal.
 |
Use of portal and digital signatures reduces the impact on our environment by reducing our Carbon Footprint |
Complete your details below to register your interest in Document Portal and one of our Advisors will be in touch shortly.
